Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.

Bowman Thayer is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in Boston, MA, where he has worked since 2021. He has three years of industry experience, including prior roles at Morgan & Morgan PC and various other positions outside the financial sector. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies.

Jonathan Pond is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. He has operated his own firm, Jonathan D. Pond, LLC, since 2006 and is also involved in developing and promoting financial planning products distributed primarily through public television. These products provide computer-generated financial guidance based on client questionnaires. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, and various institutions. The firm employs a diversified investment approach with a long-term orientation and serves as an investment manager to mutual funds, sub-adviser to an ETF, and manager of private funds.

Owen Gilmore is a CFA® charterholder with five years of industry experience. He is currently with Beaumont Financial Partners in Needham, MA, where he has worked since 2023. His prior experience includes roles at CIPW Service Company, CI Barrett Private Wealth, and Barrett Asset Management. Beaumont Financial Partners offers comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a “Dominant Benefit Theory” investment approach and integrates portfolio management with financial planning and in-house tax preparation.

James Karamourtopoulos is a CFP® professional with six years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. His prior experience includes roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios primarily using ETFs and mutual funds, and it offers both discretionary and non-discretionary asset management with customized wealth planning and retirement plan advisory.

Evelyn Pepe is a CFP® professional at RWA Wealth Partners with four years of industry experience. She has worked previously at Citizens Securities, Inc. and Citizens Private Wealth, where she spent 15 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and uses an open-architecture investment platform supplemented by tactical adjustments and customized fixed income management.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

Lisa Tursi is a financial advisor at Regal Investment Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts, LLC and Lincoln Investment Planning, LLC. Tursi also conducts investment advisory and registered representative activities through her DBA, Tursi Wealth Management. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and focuses on sub-advisory services rather than direct client relationships.

Jacob Stewart is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC and CCR Wealth Management. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, high-net-worth and family office clients, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting across various asset classes.

Brian Corcoran is a financial advisor at Beaumont Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beaumont Financial Advisors and Beaumont Financial Partners since 2011. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs an investment process based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Kristen Manjikian is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 credentials with 17 years of industry experience. Her prior roles include positions at Adviser Investments, LLC and Securities America Advisors. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm utilizes a strategic asset allocation approach with an open-architecture platform, complemented by customized fixed income and cash management strategies.

Brian Heffernan is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 66 designation. He has 23 years of industry experience, including 19 years with LPL Financial. He is also involved in a family business as a general partner of Mahdeen Management, LLC. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets.

James Grenon is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at UBS Financial Services and NewEdge Securities, and he currently serves on the board of a mutual savings bank. In addition to advising clients on investment matters, he is involved with an affiliated insurance agency providing insurance-related planning services. Grimes & Company offers discretionary investment management and financial planning to individual and institutional clients, including trusts, pension plans, and municipal entities. The firm utilizes customized strategies supported by proprietary research and portfolio management systems and provides a range of services including sub-advisory engagements and estate planning through the Vanilla platform.

David Young is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and one year of experience. His prior roles include positions at Manulife John Hancock Brokerage Services and John Hancock, with earlier experience at Liberty Mutual. New England Private Wealth Advisors is a fee-based investment adviser managing approximately $5.09 billion for individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes broadly diversified, low-cost portfolios and offers discretionary management alongside third-party separate account managers.

Janelle Coulman is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2014 and was previously with NewEdge Securities, LLC for 11 years. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and offers a range of services including acting as a sub-advisor to other advisers and estate-document support through the Vanilla platform.

Christopher Newton is a CFA® charterholder with four years of industry experience. He has worked at Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2022, and previously held positions at AEW Capital Management and Brown Brothers Harriman. He began his career after graduating from Trinity College, where he worked from 2013 to 2017. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers specialized fixed income management and internally managed investment strategies.

Myles Mccormick is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Momentum Independent Network Inc. since 2008. Outside of his advisory role, he serves on the Fieldstone Lane Homeowners Association board, participating in property management decisions without compensation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment programs and utilizes third-party managers and Envestnet for model delivery and account management, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

Gavin Davis is a CFA® charterholder with over a decade of experience in financial advisory and investment management. He has worked at Beaumont Financial Partners since 2021, following roles at Brede Investment Management and the Commonwealth of Massachusetts Office of Administration and Finance. Prior to his financial industry career, he was involved with the Campaign for Charlie Baker for Governor. Beaumont Financial Partners serves affluent individuals, families, small businesses, and select institutions, offering investment management, wealth management, family office services, financial planning, and in-house tax preparation. The firm employs a Dominant Benefit Theory of Investing and integrates a range of investment vehicles, with oversight from an Investment Committee and tailored client relationship management.

Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.

Thomas Bacon is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd. and AGES Financial Services, Ltd. He has been with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC since 2025. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored to each client, utilizing strategic asset allocation alongside fundamental and technical analysis, and offers proprietary model portfolios as well as access to third-party managers.